Blog Articles

At a time when your career is peaking and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents. Squeezed in the middle, you're in the "sandwich generation" — a group loosely defined as people in their 40s to 60s who are "sandwiched" between caring for children and for aging parents.

Many people are wondering why we still don’t have a vaccine for the COVID-19 virus yet, and when we will finally get one. Amid the hopeful headlines, we aren’t hearing much from the deep experts who are in the trenches trying to find an effective way to prevent the virus from lodging in our bodies. What are they saying these days?

Congress Slogs their way toward Stimulus 2.0, do stimulus payments help or hurt the economic recovery, and how do citizens spend their COVID-19 relief checks?

Mortgage rates are at all-time lows, rates are predicted to go even lower in August, and it may be worth considering refinancing your mortgage.

May’s job report was 10,000,000 better than expected, the inequality trifecta of income, opportunity and wealth has worsened, according to Mohamed El-Erian, and recent “good news” could fool policy makers just when the economy needs help the most.

Owning a diversified portfolio of stocks, bonds, and other investments is a critical part of a well-designed retirement income plan. However, when it is time to complete your federal income tax return you may be left scratching your head. Just how do you report your investments and how are they taxed? And, what can you do to minimize your tax bill?